敏芯股份688286 时间: 2025年4月30日星期三 49.42分综合得分 偏弱 趋势方向 主力成本分析 69.00 元 当日主力成本 64.47 元 5日主力成本 62.88 60日主力成本 周期内涨跌停 过去一年内该股 涨停 2次 跌停 1 次 元 20日主力成本 72.01 元 技术面分析 64.80 短期压力位 62.41 短期支撑位 72.11 中期压力位 55.33 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 每日收盘价上移,表示可能见底回升 ★出水芙蓉★ 见底回升 资金流数据 2025年04月30日的资金流向数据方面 | 主力资金净流入718.76万元 | | --- | | 占总成交额4% | | 超大单净流入369.10万元 | | 大单净流入349.66万元 | | 散户资金净流出139.78万 | 关联行业/概念板块 半导体 1.55%、人工智能 2.12%、物联网 1.79%、半导体概念 1.39%等 K线形态 ★跳空缺口★ 注意向上还是向下跳空，出现向上跳空缺口，并伴有较大的成交量时，可积极参与；若出现向下 跳空缺口，说明市况已发生 ...

预计北美和中国的物联网用户将强劲增长。印度和沙特阿拉伯等新兴市场也准备大力扩展物联网，其中沙特阿拉伯正在大力投 资智慧城市项目。 估计2024年的服务收入增长4.7%，但这一增长率将逐渐下降，到2029年将降至2.7%。到2029年，服务收入预计将达到9,810亿美 元(按2024年三季度美元汇率计算)，复合年增长率为3.5%。 非洲、中亚和南亚仍是非物联网用户增长的主要驱动力，因为这些地区的消费者正日益联网并迁移到4G服务。 4月30日，Omdia发文称，2024年移动用户总数增长5.9%，低于上一年的6.8%。长期来看，预计2023-2029年的复合年增长率为 3.5%，到2029年用户数量有望达到143亿。 主要建议 利用5G的功能推动收入增长。5G技术为增加网络收入提供了巨大潜力，尤其是在企业领域。为了抓住这些机遇，运营商应重点 开发新的服务，展示其独特功能，这可能包括流媒体直播(如体育赛事)、增强现实和虚拟现实(AG/VR)体验以及4K超高清(UHD) 视频。与内容提供商建立战略合作伙伴关系对于打造引人注目的5G服务至关重要。通过向消费者突出展示这些增强的体验，网 络运营商可以推动5G更快地普及并释 ...

Core Viewpoint - Ingersoll Rand Inc. is set to release its first-quarter 2025 results on May 1, with expectations of steady earnings despite a slight decline in adjusted earnings per share compared to the previous year [1][9]. Revenue Estimates - The consensus estimate for revenues is $1.74 billion, reflecting a growth of 4.1% from the same quarter last year [2]. - Total revenues are expected to increase by 4.5% year over year [8]. Segment Performance - The Industrial Technologies & Services segment is projected to see a revenue increase of 1.7% year over year, reaching $1.4 billion, driven by higher orders for industrial vacuums, blowers, and compressors [3]. - The Precision and Science Technologies segment is anticipated to perform well, with revenues expected to rise by 17.2% year over year to $347.7 million, supported by growth in life sciences and multi-year contracts for legacy space suits [4]. Strategic Investments and Acquisitions - Ingersoll Rand has made significant investments to enhance demand generation and the Industrial Internet of Things, which are expected to positively impact performance [5]. - Recent acquisitions, including Air Power Systems Co., Blutek s.r.l., and UT Pumps, have strengthened the company's market position and technology portfolio [6]. - The acquisition of ILC Dover has enhanced capabilities in biopharma and pharma production, while the buyouts of CAPS and Del Pumps have expanded product offerings and expertise in critical pumping solutions [7]. Cost and Margin Considerations - Increasing costs of sales and rising selling and administrative expenses are likely to negatively impact margins and profitability [9]. - Foreign-currency headwinds are also expected to affect the company's top line due to its substantial international presence [9]. Earnings Prediction - The adjusted earnings are expected to be 74 cents per share, indicating a 5% decrease from the previous year [9]. - The Earnings ESP for Ingersoll Rand is 0.00%, suggesting no clear prediction for an earnings beat this time [10][11].

Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach integrates top-down and bottom-up analysis, blending global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

日前，国家发展改革委、国家能源局发布《关于加快推进虚拟电厂发展的指导意见》（以下简称《意 见》），标志着我国有了首个针对虚拟电厂的国家级专项政策。 近年来，各地和相关企业积极探索虚拟电厂建设，广东、山东、山西等省份虚拟电厂发展较快。但总体 来看，全国虚拟电厂建设还处于起步阶段，各方对虚拟电厂定义和功能定位缺乏统一认识，适应虚拟电 厂发展的管理要求、市场机制和标准体系有待进一步健全。 多位专家在接受科技日报记者采访时分析，《意见》的出台，将为系统推进虚拟电厂规范化、规模化、 市场化、常态化发展提供重要指导，助力全国统一电力市场构建、新型电力系统建设和能源电力清洁低 碳转型。 没厂房没机组也能供电 不建厂房、不冒烟，但却能聚合各类分散资源，协同参与电力系统优化和电力市场交易——这便是虚拟 电厂。它是实现智能配电网的重要技术之一，在新型电力系统建设和电力市场建设过程中扮演着重要角 色。 "虚拟电厂具备传统电厂调峰、调频等功能，但本身不拥有实体发电机组。"山西大学电力与建筑学院电 力工程系主任闫来清介绍，虚拟电厂本质上是一个聚合与协调的平台。它通过先进的信息通信和智能控 制技术，将分散的可控负荷、分布式能源、储能设备 ...

智通财经APP获悉，在台积电(TSM.US)于北美举行2025技术研讨会之后，美银证券维持了对该公司 的"买入"评级，并重申了220美元的目标价。 以Brad Lin为首的分析师表示，台积电于2025年4月在北美举行的2025年技术研讨会强化了他们对该公 司坚定不移地专注于技术领先和卓越制造的积极看法。该公司继续为客户提供可靠的技术路线图，不仅 使他们能够在人工智能领域进行创新，而且还提高了其在高性能计算(HPC/AI)、汽车、尖端AI和物联网 (IoT)应用领域的相关性。 分析师指出，主要信息很明确——"人工智能仍处于早期阶段，台积电正在奠定基础，以支持半导体需 求的大幅增长，到2030年将超过1万亿美元大关。" 此外，分析师表示，台积电重申，人工智能数据中心的发展势头到2025年仍将保持强劲，推动前沿节点 和先进封装的发展。随着XR眼镜、可穿戴设备、物联网和射频(RF)转向FinFET类逻辑，尖端人工智能 正在迅速崛起。 Lin和他的团队表示，该公司还指出，汽车业务虽然短期内疲软，但随着半导体容量上升，将继续结构 性增长。汽车平台向N5A、N3A升级。 台积电还将人形机器人、6G和WiFi 8视为长期的发 ...

Core Insights - Synaptics has launched its first family of Wi-Fi 7 systems-on-chips (SoCs) for IoT, including the SYN4390 and SYN4384, which support bandwidths up to 320 MHz and deliver peak speeds of 5.8 Gbps with low latency [1][3][4] - The new SoCs integrate Wi-Fi 7 with Bluetooth 6.0 and Zigbee/Thread, designed to minimize system costs and power consumption while enhancing user experiences across various applications [1][2][4] - ABI Research forecasts that annual shipments of Wi-Fi 7 chipsets will exceed 2 billion by 2029, with a compound annual growth rate (CAGR) of 56% from 2024 to 2029 [3] Product Features - The Wi-Fi 7 IoT family supports Matter and features a triple combo design, enabling interoperability across Wi-Fi, Bluetooth, and Zigbee/Thread networks [5] - The SYN4390 is currently available for sale, while the SYN4384 is available in limited quantities for evaluation [5] - Key specifications include peak speeds of up to 5.8 Gbps, 320 MHz channel bandwidth, integrated RF front-end, and power management IC to reduce system costs and power consumption [6] Market Opportunity - The growing adoption of Wi-Fi 7 in wireless networking infrastructure presents significant opportunities for diverse Wi-Fi 7-enabled IoT devices [3][4] - Synaptics aims to provide a versatile solution for high-performance, low-power IoT devices, facilitating the development of next-generation connected and AI-enriched IoT products [3][4] - The expansion of Wi-Fi 7 across multiple IoT segments is expected to reach billions of annual device shipments in the coming years [4]

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We ...

3.工程规模：储能电站本期建设规模为200MW/800MWh，储能系统由40个5MW/20.06MWh储 能单元并联组成。新建一座220kV升压站容量240MVA的有载调压主变压器，新上220kV配电装 置采用户外式GIS，采用线变组接线。本工程35kV段采用单母线接线方式，设置两段35kV段， 采用35kV高压开关柜配电装置。储能电站采用220千伏电压等级接入梨花镇220千伏变电站，线 路采用单回路架设，线路长度0.6千米，采用JL/G1A-300/40导线。 文 | 中关村储能产业技术联盟 4月25日， 新型电力系统智能储能与调度优化示范工程（虚拟电厂建设项目）招标公告发布， 储能电站本期建设规模为200MW/800MWh，储能系统由40个5MW/20.06MWh储能单元并联组 成。 利用大数据、云计算、物联网、人工智能等先进技术，构建数字化平台，建设内容为私有 云虚拟化轻量云平台、虚拟电厂、智能调度系统建设。 公告原文如下： 新型电力系统智能储能与调度优化示范工程（虚拟电厂建设项目） 招标公告 一、招标条件 本新型电力系统智能储能与调度优化示范工程 已由 第一师发展和改革委员会 以师市发改发 〔2025 ...

Core Insights - QuickLogic Corporation has integrated its eFPGA IP into Faraday Technology Corporation's FlashKit™-22RRAM SoC Development Platform, enhancing flexibility for IoT applications [1][3] - The FlashKit-22RRAM platform is built on UMC's 22ULP process technology and supports both Arm Cortex-M7 and VeeR EH1 RISC-V processors, making it suitable for AIoT, consumer, and industrial applications [2][4] - The integration allows for post-silicon hardware adaptability, reducing time-to-market and extending product lifecycles through field upgradability [3][5] Company Overview - Faraday Technology Corporation focuses on sustainable IC solutions and offers a wide range of ASIC solutions and silicon IP, including various memory and interface technologies [6] - QuickLogic Corporation specializes in eFPGA Hard IP and endpoint AI solutions, providing customizable and low-power silicon solutions for various markets [7]